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I’m interested to know what Sherlock Gumshoe or other readers think of Magnite (MGNI) – a previous mf recommendation I believe at one point, though I don’t know when or for which service. Now that they have declined somewhat over the year, slightly missed projected targets this quarter but still with extreme consistent revenue growth […]

What do you think of the South African company Naspers (also traded OTC on a US listing) as a way of owning Tencent at a significant discount? As far as I’m aware they still own a sizeable stake in Tencent (10%) as well as Flipkart and other less well known companies. I’m unsure if any […]

Recent Author Comments

On What's the Fool's "Five Star" Pick?

What is the trailing stop loss you would apply to TTD now to maintain your discipline, given their recent pop?[...]

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On Friday File: "Tiny Cyber Stock" to the Lock Box, plus some Add-on Buys

Is the page where you put your notes and analysis of every holding and last 'buy below price' still around somewhere? I had it saved as a favourite on my phone... Until it was run over by several cars at the weekend. Thanks![...]

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On Annual Review -- The Whole Magilla (OK, Megillah)

Love it [...]

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On Friday File: Fears Rising in a Strong Quarter

Great run down of this week's quarterly reports. Clear, level headed, articulate critical analysis with personality and humour. Thank you![...]

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On Friday File: Buying a Beaten-Down SPAC, Lock-Boxing a Changed Story

Good to have you back![...]

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On Friday File: Sea, GAN, Keysight and some (possibly) big IIPR news

I'm already in. I went in a bit too hard at the beginning.[...]

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On Friday File: Cheaper SPACs and a Year to Remember

Great analysis as usual Travis! Thank you so much![...]

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On Annual Review -- The Whole Magilla (OK, Megillah)

Random not so useful investing fact: 1 share of each stock in Travis' portfolio will set you back $13,818 as of today's values. Thanks Google sheets! Who else would buy a Stockgumshoe ETF! Go on, Travis![...]

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On Friday File: Songs, Fixes, and the Fool's "5G Supercycle"

Love your writing, Travis![...]

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On Friday File: Mostly Boring Real Estate Stuff This Week, Sorry

Love the analysis. Thank you![...]

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On Friday File: Pot Real Estate, Clouds and a Cautionary Tale

Beautiful read. I love learning about how business models like PAR work. Thanks for making it so easy to absorb, Travis.[...]

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On Friday File: Gambling Hits the Nasdaq, plus Insurance, Preferreds, some Earnings Notes and more...

Always a great read with my Saturday and Sunday morning coffee. Thanks. I know you have your sights set on a $100 Boeing buy but what are your thoughts on the wider airline industry and further drops that would make it appealing for you?[...]

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On Friday File: Buying and Selling (at a Social Distance)

Free kisses for all[...]

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On Friday File: Buying and Selling (at a Social Distance)

Oh my God. Travis I love you so much! Fantastic run down and analysis. Keep up the great work and being brave enough to get it wrong sometimes too.[...]

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On Are "Q-Shares" Really "The Perfect Investment?" What they heck are they, anyway?

What would you say are your top stocks / ETF / trusts with dividend compounding potential? Is Medical Properties Trust still up there despite a hefty valuation?[...]

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